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info@rosettaspringer.com
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Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families
Who
Priorities
Who
  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years
Priorities
  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
Learn More

Latest News

TFSA vs RRSP – What you need to know to make the most of them in 2021

January 21, 2021Rosetta Springer

Both TFSAs and RRSPs can be significant savings vehicles for your clients. We’ve put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals.

The deposit section focuses on:
• How much contribution room is available each year
• How carry forward works for TFSAs and RRSPs
• Tax deductibility of contributions
• Tax treatment of growth

The withdrawal section focusses on:
• Conversion requirements
• Tax treatment of withdrawals
• Impact of withdrawals on government benefits
• Impact of withdrawals on contribution room

2021 Financial Calendar

January 4, 2021Rosetta Springer

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything you need to know in one place!

Government of Canada to allow up to $400 for home office expenses

December 29, 2020Rosetta Springer

For the 2020 tax year, the Government of Canada introduced a temporary flat rate method to allow Canadians working from home this year due to Covid-19 to claim expenses of up to $400.

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Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

Contact Us

Springer Financial
Rosetta Springer
Financial Advisor

647-993-8236
info@rosettaspringer.com

707 St. Clair Avenue Suite 520
Toronto, Ontario
M6C 4A1

Latest News

  • TFSA vs RRSP – What you need to know to make the most of them in 2021
  • 2021 Financial Calendar
  • Government of Canada to allow up to $400 for home office expenses
  • Business Owners: 2020 Tax Planning Tips for the End of the Year
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now

About

Clients are always surprised at the simplicity of my financial solutions. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals. I feel lucky to do this work; I get to help people from all walks of life that are doing well in the world.

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